Michael Collesano is a registered investment advisor at Stirlingshire Investments, based in New York, NY, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 760 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Clients may also be charged an AIM Model Strategy Fee between 0.20% and 1.00%.
Fee Estimator
Location
New York, NY
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2019Judgment / Lien
August 2019Other Business Activities
Michael is an attorney and president of Michael Collesano LLM PC, a New York State S Corp. He is also a licensed New York State real estate broker, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Stirlingshire Investments
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Previous Registrations
Cova Capital Partners LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.